Guideline was founded in 2015 by CEO Kevin Busque, when he noticed that young employees weren’t participating in his company’s 401(k) due to dated systems and high fees. A modern, easy to use, and affordable provider didn’t exist, so Kevin and the founders built Guideline with the mission of helping everyone arrive at a secure retirement. We’re now one of the fastest growing retirement companies (5th largest in the US), with more than 350 employees, 50,000+ businesses, and $15B+ invested on our platform. As we continue to expand, we’re looking for driven individuals to join our growing team.
Your impact on Guideline’s mission
As a Manager of Sales Development Representatives, you will drive pipeline growth by developing your direct reports' individual performance, optimizing your team's outreach metrics, and executing on strategies that align with sales objectives. The ideal candidate will have a track record of success in sales development, an understanding of the retirement industry, and exceptional leadership skills. Key areas of impact include:
Leading your team
- Hire, onboard, manage, and develop high performing SDRs to deliver on targets for the business.
- Conduct regular performance reviews and build coaching plans adapted to each individual.
- Foster a positive, collaborative, and high achieving team culture.
Strategy and Execution
- Craft strategies to generate qualified leads for the sales team, in both inbound and outbound capacities.
- Refine messaging, email campaigns, and call scripts to optimize prospect engagement.
- Track KPIs, such as call success rates, lead conversion rates, and ultimately signed plans.
- Report on pipeline metrics, providing actionable insights to senior leadership.
Collaboration and Alignment
- Work closely with the sales team to ensure handoff processes are efficient and effective.
- Collaborate with product and marketing teams to maintain a deep understanding of offerings and pipeline trends.
Who’s a good fit
- You have a proven ability to lead and inspire teams to meet and exceed goals, especially in a remote environment.
- You understand a sales funnel and pipeline management.
- You’re adaptable and excited by change & development. Problem solving excites you.
- Excellent communication, coaching, and organizational skills.
- Experience analyzing performance through technology and sales tools (Salesforce, Outreach.io) to continually improve on processes and efficiencies.
- Comfortable reporting and analyzing data, and delivering action plans against results.
- You have a talent for working cross-functionally with remote team members.
- You’re passionate about leveraging technology to deliver prospect solutions.
- You have experience in a high volume role, with experience in both qualifying and generating pipeline.
- You’re located in Mountain or Pacific time zones.
We’re extra interested if you have:
- 3+ years of experience in BDR/SDR roles, with 1-2 years in a leadership position.
- Experience in the retirement, financial services, or related industry.
- Experience crafting personalized coaching plans rooted in demonstrable goals.
- Who you’ll work with
- Senior Sales Leadership
- Operations, enablement, and finance teams
- Account Executives and managers
- Marketing, partnerships, and product teams
Compensation
At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. In addition to base salary, this position is eligible to participate in a sales incentive program and equity in the form of Incentive Stock Options (ISOs); incentive compensation is not guaranteed.
The expected OTE range for this role is $120,000-$150,000.
At Guideline, salary is just one component of the overall Total Rewards package offered to employees. All employees are offered comprehensive benefits and perks to help support you and your family.
- Health
- Medical, dental, and vision insurance — We offer multiple plan options with varying company premium contributions
- Opt-out credit for waiving coverage
- Health Savings Account and Flexible Spending Account
- Company paid disability and life insurance
- Optional Voluntary life insurance
- Mental health benefit navigation with Rula for employees and dependents
- Parental Leave
- Paid parental leave for birthing and non-birthing parents
- Generous Time Off
- Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
- 401(k) Plan
- We use our own platform and contribute 100% of employee contributions up to 5%
- Other Benefits
- 1-month paid Sabbatical after 5 years of employment
- Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year
Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Additionally, Guideline participates in the E-Verify program in certain locations, as required by law.
Guideline is an equal opportunity employer. Applicants in need of special assistance or accommodation during the interview process can reach out to [email protected].
Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline's Privacy Policy for information about our privacy and security practices.
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What We Do
Guideline. Helping people save for a better future.
Guideline is the only 401(k) provider that doesn’t charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.
By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what’s unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.
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